FINANCIAL RESOURCES
Available through Financial Planning Systems, Inc.
Your Circle of Wealth
When it comes to finances, there are many commonly held beliefs that are simply not true. By learning and implementing key financial strategies,
you may be able to increase your future wealth and your lifestyle at the same time. Watch this video and discover how process – not
product – will change how you look at your money.
Qualified Plans: What you Don’t Know May Be More Important
Watch the video to learn about how qualified plans work and what you need to know to make them work best for you. Knowing the information
in this video could be important to your financial future.
Five-Minute Lesson on Life Insurance
This video provides information that can help you gain a level of understanding that few insurance companies are willing to tell you. You will learn
which type of insurance contracts offer the greatest benefits and be able to determine if you are being offered a Maximum Efficient Contract.
You will no longer have to wonder about the right product for you.
Who Holds This Piece at Your House?
If what you thought to be true turned out not to be true, when would you want to know? This video provides insights into the following questions
about home ownership: How much should you put down? When should you prepay principal? What is your equity doing for you? How do you maximize
your tax deductions?
Retirement: Are You Ready?
Unfortunately, many of the “financial rules” you learned during your working years simply don’t apply during retirement,
as you move from accumulation to distribution. This video discusses unnecessary wealth transfers and how avoiding them can enhance the length
of time your money will last and potentially provide more income for you to enjoy.
Becoming Your Own Banker by R. Nelson Nash
This concise book explains the infinite banking concept in an easy to understand way. Packed with interesting and useful information, this
is a “must read” for anyone, who wants to build personal wealth.
|